Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.68%
Stock 95.56%
Bond 1.81%
Convertible 0.00%
Preferred 0.00%
Other -0.05%
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Market Capitalization

As of December 31, 2025
Large 14.19%
Mid 34.62%
Small 51.19%
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Region Exposure

% Developed Markets: 97.42%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.58%

Americas 86.22%
86.22%
Canada 4.39%
United States 81.83%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.20%
United Kingdom 4.20%
7.01%
Ireland 4.98%
Netherlands 2.03%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.58%

Stock Sector Exposure

Cyclical
32.75%
Materials
11.84%
Consumer Discretionary
3.07%
Financials
17.85%
Real Estate
0.00%
Sensitive
46.98%
Communication Services
3.03%
Energy
7.04%
Industrials
19.44%
Information Technology
17.48%
Defensive
14.79%
Consumer Staples
0.53%
Health Care
12.23%
Utilities
2.04%
Not Classified
5.47%
Non Classified Equity
1.06%
Not Classified - Non Equity
4.41%
As of December 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available